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farcry

farcry
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  • FuelCell Energy: Debunking The POSCO Energy Partnership Myths [View article]
    Excellent counter to the short-seller's biased article.
    Sep 2, 2014. 09:36 AM | 1 Like Like |Link to Comment
  • Markel Corp. Willing To Go Places Berkshire Hathaway Is Not? [View article]
    If the author were as adept an investor as Markel's Gayner, he would be at the Hamptons instead of wasting MKL's follwers' time with a silly post.
    Aug 20, 2014. 04:20 PM | Likes Like |Link to Comment
  • FuelCell Energy: Will The Plug Be Pulled On This Overvalued Company? [View article]
    Publically thrashing a stock you are short probably is little different from pumping a stock your are long. Personally, I think it stinks.
    Aug 20, 2014. 04:12 PM | 3 Likes Like |Link to Comment
  • Consider Infrastructure MLP Credit Ratings As Interest Rates Rise [View article]
    High marks!
    Jul 9, 2013. 10:35 AM | 2 Likes Like |Link to Comment
  • Know What You Are Buying When You Invest In Preferred Stocks [View article]
    Good article. The examples of the various types of preferred and para-preferred makes it much easier to understand the differences among them. Have you done anything on preferred dividend coverage? Calulating coverage ratios seldom is simple and straight forward. Since preferred dividends are paid before commond dividends, the common stock payout ratio (or inverse thereof) can provide a clue to the preferred coverage ratio.

    Again, good article.
    Jul 1, 2013. 01:51 PM | 1 Like Like |Link to Comment
  • Which Of The Russell 3000 Energy Companies Is Most Attractive To Dividend Investors? [View article]
    Good article. I especially like the inclusion of the Sharpe ratio. The price-dividend charts seem superfluous.
    Jun 7, 2013. 04:55 PM | Likes Like |Link to Comment
  • What Is Due Diligence For Linear Dividend Growth Stocks? [View article]
    The author forgot the principle of Occam's Razor.
    Jun 4, 2013. 09:51 AM | 1 Like Like |Link to Comment
  • What Is Due Diligence For Linear Dividend Growth Stocks? [View article]
    Whew!
    Jun 4, 2013. 09:43 AM | 2 Likes Like |Link to Comment
  • Enough On Da Vinci: What About Growth? [View article]
    Were these "sales" actual system deliveries? Remember there probably is at least six months lead time between an institution's starting to consider an order and the time a new unit is delivered. The hospital's decision process itself may take six months. Then there is the manufacturing time after ISRG receives the order. In other words, most of 2013Q1's sales may have been germinated as far back as 2012Q2, before the adverse events became known. Let's see what 2013Q3' s sales look like,
    May 13, 2013. 07:46 PM | Likes Like |Link to Comment
  • Not All Dividend Increases Are The Same: A Search For Consistent Proportional Increases [View article]
    Couldn't agree more.
    May 7, 2013. 04:33 PM | 1 Like Like |Link to Comment
  • W.P. Carey's Dividend Policy Is Nothing But A Big Hunk O' Love [View article]
    This excellent article just came to my attention. No matter. It's just as timely now as it was 40 days ago. The insights on the investment management business are especially useful. I've been a holder since November 2011. I have a target price of 82 ($3.28 dividend @ 4.0% yield).
    May 7, 2013. 04:26 PM | 1 Like Like |Link to Comment
  • My Perfect Dividend Portfolio [View article]
    Other commenters have caught the author's confusion with regard to dividends versus distributions. To judge an MLP's ability to maintain or increase its distributions, look at the difference between its operating cash flow and its capital expenditures. The amount left over is a good proxy for how much the MLP can distribute without raising additional funds. The info on financing activities also is useful in determining whether the MLP is borrowing or selling new units to cover its cash distributions.
    Apr 24, 2013. 11:58 AM | Likes Like |Link to Comment
  • Why Yield On Cost Matters To Long Term Investors [View article]
    To illustrate the absurdity of YOC as a stock valuation tool, suppose you by two stocks today, both for $10 per share. Both pay $1 per share dividends. Over time these dividends grow to to $2 per share, so both companies have a YOC of 20%. One is still selling at $10 per share; the other, at $20 per share. Which has been the better stock to have owned? Which is likely to do better in the future? YOC tells us nothing!
    Apr 22, 2013. 05:58 PM | Likes Like |Link to Comment
  • Goldman Sachs thinks today's weakness in Intuitive Surgical (ISRG -4.7%) is a buying opportunity, on the back of what it calls a "solid" Q1 report. Procedure growth may have fallen short of expectations, but Goldman thinks the slowdown looks consistent with trends across the space (seasonality, declines in hospital admissions), and the impact from negative headlines, while unclear and will take time to prove out, are not material. [View news story]
    Anybody remember the Dalkon Shield (sp) ?
    Apr 19, 2013. 09:38 PM | Likes Like |Link to Comment
  • Why Yield On Cost Matters To Long Term Investors [View article]
    Hoot!
    Apr 19, 2013. 09:35 PM | Likes Like |Link to Comment
COMMENTS STATS
25 Comments
25 Likes